Dickerson v. Prudential Life Insurance Co. of America

574 F. Supp. 2d 239, 2008 U.S. Dist. LEXIS 67066
CourtDistrict Court, D. Massachusetts
DecidedSeptember 2, 2008
DocketCivil Action 06-10628-WGY
StatusPublished
Cited by9 cases

This text of 574 F. Supp. 2d 239 (Dickerson v. Prudential Life Insurance Co. of America) is published on Counsel Stack Legal Research, covering District Court, D. Massachusetts primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dickerson v. Prudential Life Insurance Co. of America, 574 F. Supp. 2d 239, 2008 U.S. Dist. LEXIS 67066 (D. Mass. 2008).

Opinion

*241 MEMORANDUM OF DECISION

WILLIAM G. YOUNG, District Judge.

I. INTRODUCTION

Vivian Dickerson (“Dickerson”) brings this suit against the Prudential Insurance Company of North America (“Prudential”) pursuant to the Employee Retirement Income Security Act (“ERISA”). She alleges Prudential wrongfully terminated her long-term disability benefits, violated provisions of ERISA relating to full and fair review and notice, and withheld documents it was obligated to give her upon request. Dickerson and Prudential, after filing their respective motions for summary judgment, agreed to permit this Court to resolve their dispute as a case stated. This is a particularly effective and efficient device when a court is faced with cross-motions for summary judgment. See United Cos. Lending Corp. v. Sargeant, 20 F.Supp.2d 192, 195 (D.Mass.1998). When deciding a case stated, a court “draw[s] such inferences as are reasonable to resolve the case” rather than drawing all inferences against each moving party as it would when evaluating cross-motions for summary judgment. Id. The court also “may decide[ ] any significant issues of material fact.” Cont’l Grain Co. v. Puerto Rico Mar. Shipping Auth., 972 F.2d 426, 430 n. 7 (1st Cir.1992).

II. FINDINGS OF FACT

For almost sixteen years, Dickerson worked full time as a telephone advertisement salesperson at the Boston Globe. PL’s S. Of Undisp. Facts in Supp. of Mot. for Summ. J. (“PL’s State.”) [Doc. 27] ¶ 1. As a Boston Globe employee, Dickerson had the opportunity to participate in a long-term disability insurance plan (“the Plan”). See Def.’s S. of Undisp. Facts in Supp. of Mot. for Summ. J. (“Def.’s State.”) [Doc. 24 Ex. 2] ¶ 1. The Plan is underwritten and administered by Prudential, id. ¶ 2, and is governed by ERISA, id. HI. 1

Dickerson ceased working at the Boston Globe in September 1999 due to eye conditions, including edema, glaucoma, sarcoido-sis, and uveitis, that caused vision problems including blindness in her left eye. PL’s State. ¶¶ 7-10. Shortly after leaving her position, Dickerson applied for long-term disability benefits. Def.’s State ¶ 7. Prudential approved her application, 2 and Dickerson began receiving benefits in December 1999. Id. ¶ 9.

In January 2000, Prudential referred Dickerson to the Social Security Law Group and agreed to pay any fees charged by the firm in its efforts to help Dickerson obtain Social Security benefits. PL’s *242 State. ¶¶ 30-32. An administrative law judge (“hearing officer”) ultimately concluded that Dickerson was disabled as that term is defined in the Social Security Act and awarded her benefits. 3 Id. ¶ 33.

In February 2004, Dickerson received a letter from Prudential in which it indicated it was terminating her long-term disability benefits because Dickerson’s condition no longer satisfied the definition of total disability put forth in the Plan. 4 Admin. R. at 368-69. In support, Prudential stated that Dickerson’s treating physician, Dr. David Lotufo, indicated that Dickerson could return to work with accommodations for her eye condition. Id. at 368. Dr. Lotufo elaborated that, although Dickerson was blind in her left eye, her right eye was stable with 20/30 vision. Id. at 369. After learning of these facts, Prudential conducted a transferable skills analysis as well as a labor market survey. Id. It told Dickerson that the results of these studies indicated that there were a number of jobs in her area in which she could work given her education, training, experience, and limitations, including as a telephone sales representative. Id. Prudential concluded the letter by indicating it would continue to pay benefits to Dickerson until April 30, 2004, offering her job placement services, and instructing Dickerson on how to appeal its determination. Id.

Dickerson appealed Prudential’s decision on June 1, 2004. Def.’s State. ¶ 22. After reviewing additional information from Dickerson’s physicians, id. ¶ 22-23, Prudential upheld its original determination in a letter dated September 13, 2004. Admin. R. at 354-357. In this letter, Prudential listed the information upon which it had relied during the reconsideration, including:

(1) A January 2001 phone conversation with Dr. Lotufo in which he indicated Dickerson might be able to return to work in six months to one year;
(2) An April 2003 “Attending Physician Statement” completed by Dr. Lotufo that “note[d] that [Dickerson] might be able to return to work with acco-modations”;
(3) A January 2004 “Work Status Form” completed by Dr. Lotufo, which indicated the condition of Dickerson’s right eye was functional and stable and “noted that [Dickerson was] capable of medium work capacity with use of protective eyew-ear”;
(4) A follow-up conversation with Dr. Lotufo that confirmed Dickerson had 20/30 vision in her right eye;
(5) Medical records from Dr. Lotufo as well as two other physicians; and
*243 (6) The existence of “[sjeveral alternate, gainful occupations that [Dickerson] would be capable of performing” that were identified by the Transferable Skills Analysis and Labor Market Survey.

Admin R. at 355-56. Prudential noted that Dickerson alleged in her appeal letter that she suffered from rheumatoid arthritis, which made it difficult for her to walk, as well as diabetes. Prudential also acknowledged receipt of medical records pertaining to those conditions from Dickerson’s treating physician, Dr. Elizabeth Roth. Id. at 356. Prudential agreed that Dickerson’s arthritis precluded her from working in positions that require prolonged standing or walking, but it stated that it found no indication in the medical records that Dickerson would be restricted from “sit[ting] for prolonged periods of time, performing] repetitive movements of [her] hands, and ... typing] and/or mousing].” Id.

Dickerson requested from Prudential the documents that were used to review her claim on November 8, 2004; Prudential provided the documents to her on January 3, 2005. 5 Def.’s State. ¶¶ 28-29. On April 4, Dickerson told Prudential, via her attorney, that she would be pursuing a second appeal and submitting additional documentation for that purpose. Id. ¶ 30. Prudential indicated it was willing to reconsider its determination upon submission of such material. Id. ¶ 32.

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Bluebook (online)
574 F. Supp. 2d 239, 2008 U.S. Dist. LEXIS 67066, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dickerson-v-prudential-life-insurance-co-of-america-mad-2008.